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416 results in Tracy, CA

Client Service Associate | Established RIA Firm!
  • Lafayette, CA
  • onsite
  • Permanent / Full Time
  • 80000 - 100000 USD / Yearly
  • <p>If you are early in your wealth management journey and want to join an established Wealth Management firm, please<strong> message Jennifer Fukumae</strong> on LinkedIn for quickest consideration!</p><p><br></p><p><strong>Jennifer Fukumae with Robert Half</strong> is partnering with a highly reputable Wealth Management firm overseeing $70B+ in client assets to identify a Client Service Associate for their growing San Francisco office.</p><p>This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment.</p><p>This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Provide daily client service and operational support across a high-net-worth client base</p><p>• Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients</p><p>• Open and maintain client accounts, including documentation, ACATS/DTC transfers, billing, and account updates</p><p>• Manage client transactions including wires, disbursements, trade requests, and account maintenance</p><p>• Monitor account activity across trades, cash flow, performance, fees, and allocations</p><p>• Support client communication related to account activity, performance, reporting, and service inquiries</p><p>• Maintain accurate records and pipeline tracking within Salesforce</p><p>• Assist with reporting, analysis, and ad hoc client requests</p>
  • 2026-06-10T00:00:00Z
Financial Planner
  • San Ramon, CA
  • onsite
  • Permanent / Full Time
  • 70000 - 90000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite</strong></p><p> </p><p>A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space.</p><p> </p><p>This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial planning strategies, analyses, and client recommendations</li><li>Build and maintain cash flow projections and planning models</li><li>Review and organize client financial documents and account information</li><li>Manage data within financial planning software, including eMoney</li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items</li><li>Assist with account openings, transfers, money movement, and maintenance requests</li><li>Track client workflows and coordinate with custodians and external partners</li><li>Support ongoing client service and planning initiatives</li><li>Participate in client meetings for development and exposure as needed</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-10T00:00:00Z
Accountant
  • San Ramon, CA
  • onsite
  • Temporary to Hire
  • 35 - 45 USD / Hourly
  • We are looking for an experienced Accountant to join a growing organization in California. This contract opportunity has the potential to become permanent and is ideal for a detail-oriented accounting specialist who can support day-to-day financial operations while contributing to accurate reporting and stronger fiscal controls. The role offers the chance to work across core accounting functions, partner with internal teams, and help guide sound financial decision-making.<br><br>Responsibilities:<br>• Manage day-to-day accounting activities by recording financial transactions, maintaining ledger accuracy, and supporting both payables and receivables processes.<br>• Contribute to monthly and annual close activities by preparing supporting schedules, reviewing account balances, and helping ensure timely reporting.<br>• Perform account and bank reconciliations, investigate variances, and help maintain visibility into cash position and transaction accuracy.<br>• Process invoices, employee reimbursements, and vendor payments with close attention to timing, completeness, and policy compliance.<br>• Assist with budgeting and forecasting efforts by compiling financial data, tracking performance against plans, and highlighting meaningful deviations.<br>• Evaluate cost data such as labor-related metrics and overhead allocation to support efficiency improvements across business functions.<br>• Support payroll-related accounting tasks and help verify that payroll records are accurate and aligned with internal guidelines and regulatory requirements.<br>• Maintain fixed asset records, calculate depreciation, prepare tax-related filings such as sales tax submissions, and provide documentation for audit requests.<br>• Partner with accounting leadership to prepare financial statements, develop reporting insights for management, and strengthen internal accounting procedures.<br>• Handle additional accounting assignments and special projects as business needs evolve while maintaining confidentiality of sensitive financial information.
  • 2026-06-09T00:00:00Z
Associate Advisor
  • Foster City, CA
  • onsite
  • Permanent / Full Time
  • 85000 - 110000 USD / Yearly
  • <p><strong>Associate Advisor | Build Your Career in Wealth Management</strong></p><p><br></p><p><strong>$85K–$110K Base (stretch) + Bonus + Excellent Benefits + 5% 401(k) Match</strong></p><p><strong></strong></p><p><strong>What if your next role wasn’t just a job… but the launchpad to becoming a trusted Wealth Advisor?</strong></p><p>A thriving wealth management firm with <strong>$4.5B+ in AUM</strong> is looking for an <strong>Associate Advisor</strong> who is hungry to learn, eager to grow, and excited to make a meaningful impact in clients’ financial lives.</p><p>This is an opportunity to join a highly respected, collaborative team where you’ll work directly alongside seasoned advisors, gain hands-on exposure to complex financial planning, and build the foundation for a long-term career in wealth management.</p><p><br></p><p><strong>Why This Opportunity Stands Out</strong></p><p><br></p><p>This is <strong>not a back-office support seat</strong>.</p><p>You’ll be deeply involved in the <strong>full client journey</strong>—from preparing for meetings and building financial plans to helping implement recommendations and delivering a high-touch client experience.</p><p>You’ll work closely with senior advisors while receiving <strong>structured mentorship, coaching, and real career development</strong> with the opportunity to grow into larger advisory responsibilities over time.</p><p>If your long-term vision is to become a <strong>trusted advisor, future leader, or even build your own book one day</strong>—this firm wants to invest in that journey.</p><p><br></p><p><strong>What You’ll Be Doing</strong></p><p>✔ Partner with Senior Advisors to support high-net-worth client relationships</p><p>✔ Help build and execute comprehensive financial plans</p><p>✔ Prepare for client meetings, analyze financial data, and implement recommendations</p><p>✔ Coordinate with Operations, Compliance, and Client Services to deliver a seamless experience</p><p>✔ Build confidence, judgment, and technical expertise to eventually manage relationships independently</p>
  • 2026-05-31T00:00:00Z
Front Desk / Ticketing
  • Mountain View, CA
  • onsite
  • Temporary / Contract
  • 19.95 - 23.1 USD / Hourly
  • We are looking for a welcoming and detail-oriented Front Desk / Ticketing team member to support daily guest services in Mountain View, California. This Contract position is ideal for someone who enjoys assisting visitors, handling ticket transactions accurately, and keeping front desk records organized. The role combines customer-facing responsibilities with administrative support, requiring strong communication skills, careful data entry, and confidence using Microsoft Office tools.<br><br>Responsibilities:<br>• Greet visitors courteously, answer general questions, and create a positive first impression at the front desk.<br>• Process ticket sales, admissions, and related transactions with a high level of accuracy and efficiency.<br>• Enter numeric and alphanumeric information into internal records while maintaining consistent data quality.<br>• Organize, review, and manage documents to support orderly recordkeeping and daily administrative operations.<br>• Assist with customer service inquiries in person and through standard communication channels, resolving routine issues promptly.<br>• Use Microsoft Word and Excel to prepare reports, update logs, and maintain operational documents.<br>• Handle documentation associated with materials, shipments, or related records when needed, ensuring information is complete and properly filed.
  • 2026-06-12T00:00:00Z
Assistant Fund Controller - CARRY Potential
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 180000 - 200000 USD / Yearly
  • <p>If you are looking for the next step in your career, send <strong><em>Jennifer Fukumae with Robert Half Finance</em></strong> a message on LinkedIn for immediate consideration.</p><p> </p><p>A rapidly growing venture and growth investment firm is seeking an <strong>Assistant Fund Controller</strong> to support its expanding finance organization. The firm focuses on acquiring secondary interests in private companies and venture capital funds and recently raised a multi-billion-dollar inaugural investment vehicle that has become one of the largest first-time venture secondaries funds in the market.</p><p>This role will partner closely with senior leadership and play a key role in fund operations, accounting oversight, and financial reporting.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Assist with fund accounting, quarterly closes, and preparation of financial statements </li><li>Review NAV packages, capital activity, and investor allocations </li><li>Support annual audit and tax processes with external service providers </li><li>Monitor cash activity, reconciliations, and investment transactions </li><li>Help oversee fund administrators and reporting deliverables </li><li>Assist with management company accounting and operational initiatives </li><li>Support process improvements as the organization continues to scale </li><li>Collaborate cross-functionally with investment, legal, and investor relations teams </li></ul><p><br></p>
  • 2026-06-01T00:00:00Z
Payroll Specialist
  • Menlo Park, CA
  • onsite
  • Temporary / Contract
  • 32 - 40 USD / Hourly
  • <p>Overview:</p><p>The Payroll Specialist – Workday is responsible for administering and processing payroll activities using Workday software. This role ensures timely and accurate payroll cycles, maintains compliance with legal and company policies, and provides payroll support to employees and internal partners. The Payroll Specialist works closely with HR and finance teams to address payroll issues, improve processes, and uphold data integrity.</p><p>Key Responsibilities:</p><ul><li>Process multi-state or multi-country payrolls using Workday, ensuring all transactions are accurate and compliant with applicable regulations.</li><li>Audit, verify, and reconcile payroll data, and resolve any discrepancies or errors within Workday.</li><li>Maintain payroll records, process adjustments, and update employee payroll information in the system.</li><li>Prepare and distribute payroll reports, tax filings, and year-end documents (such as W-2s or T4s) utilizing Workday reporting tools.</li><li>Serve as a primary point of contact for payroll-related inquiries from employees, ensuring excellent customer service.</li><li>Collaborate with HR and Finance to support integrations, benefits, and compensation changes impacting payroll.</li><li>Ensure payroll practices are compliant with federal, state, and local laws, as well as company policies.</li><li>Identify process improvement opportunities and assist with streamlining payroll workflow leveraging Workday automation features.</li><li>Support audits and provide timely payroll documentation as necessary.</li></ul><p><br></p>
  • 2026-06-12T00:00:00Z
Office Manager
  • Mountain View, CA
  • onsite
  • Temporary / Contract
  • 28 - 35 USD / Hourly
  • <p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage daily office operations, supplies, vendors, and facilities</li><li>Support leadership with scheduling, reporting, and office initiatives</li><li>Oversee budgets, expense tracking, and basic accounting coordination</li><li>Coordinate meetings, events, and internal communications</li><li>Maintain office systems, policies, and administrative processes</li></ul>
  • 2026-06-05T00:00:00Z
Senior Financial Analyst
  • Menlo Park, CA
  • onsite
  • Temporary / Contract
  • 45 - 55 USD / Hourly
  • <p>Overview:</p><p>The Senior FP&amp;A Analyst specializing in automation and AI plays a vital role in elevating financial strategy and operations by leveraging advanced analytics, automation tools, and artificial intelligence. This position is responsible for enhancing forecasting accuracy, streamlining reporting processes, and delivering actionable business insights. The Senior FP&amp;A Analyst partners with cross-functional teams to identify opportunities for automation, optimize financial workflows, and support strategic decision-making.</p><p>Key Responsibilities:</p><ul><li>Lead the integration and utilization of automation and AI tools within the FP&amp;A function to improve efficiency and data accuracy.</li><li>Build and maintain advanced financial models, leveraging AI-powered analytics and automation for scenario analysis, forecasting, and budgeting.</li><li>Produce and automate monthly, quarterly, and annual management reporting packages for leadership.</li><li>Analyze financial and operational results, using AI tools to uncover trends, variances, and risks.</li><li>Collaborate with IT and business units to implement automated solutions and enhance financial data pipelines.</li><li>Identify and recommend process improvements, focusing on technology-driven solutions to reduce manual work and mitigate error.</li><li>Drive adoption of new digital tools and train finance team members on automation and AI best practices.</li><li>Support board presentations, strategic projects, and ad hoc analysis with AI-enabled insights.</li></ul>
  • 2026-06-12T00:00:00Z
Data Entry Clerk - Recent Grads Encouraged to Apply
  • Menlo Park, CA
  • onsite
  • Temporary / Contract
  • 25 - 32 USD / Hourly
  • <p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Enter, update, and verify data with a high level of accuracy</li><li>Maintain organized records and databases</li><li>Review data for errors and discrepancies</li><li>Support reporting and administrative tasks as needed</li></ul>
  • 2026-06-05T00:00:00Z
Senior SOX Compliance Auditor
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 120000 USD / Yearly
  • <p>We are looking for an experienced Senior SOX Compliance Auditor to join a high-performing team in California. This role is ideal for an audit or accounting specialist who wants to deepen expertise in internal controls and financial compliance within a successful public company. You will work closely with experienced leadership and key stakeholders across the business while contributing to a well-structured compliance environment with strong opportunities for growth.</p><p><br></p><p>Responsibilities:</p><p>• Execute SOX 404 control assessments, including planning, walkthroughs, and testing</p><p>• Evaluate control effectiveness and recommend process and risk improvements</p><p>• Perform financial statement reviews and targeted audit procedures</p><p>• Partner with external auditors and support their audit requirements</p><p>• Contribute to ad‑hoc projects and special initiatives as needed</p><p>• Stay current on accounting, auditing, and financial reporting standards</p>
  • 2026-05-27T00:00:00Z
Senior Accountant
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 105000 - 115000 USD / Yearly
  • <p>We are looking for a detail-oriented Senior Accountant to support core accounting operations in Oakland, California. This role will be responsible for maintaining accurate financial records, preparing key journal entries, and ensuring the integrity of the general ledger.</p><p><br></p><p>Key Responsibilities</p><ul><li>Prepare and post monthly journal entries, including accruals, prepaids, and reclassifications</li><li>Own components of the month-end and quarter-end close process, ensuring timely and accurate completion</li><li>Maintain and reconcile balance sheet accounts, including investigating and resolving variances</li><li>Manage fixed assets, including capitalization, depreciation, and rollforward schedules</li><li>Track and amortize prepaid expenses and ensure proper cutoff</li><li>Partner cross-functionally to gather data and support accurate financial reporting</li><li>Assist in preparation of financial statements and supporting schedules</li><li>Support external audits by preparing schedules and responding to auditor requests</li><li>Identify and implement process improvements to enhance efficiency and accuracy</li></ul>
  • 2026-05-20T00:00:00Z
Attorney/Lawyer
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 180000 - 250000 USD / Yearly
  • <p>Well-known California firm is seeking a skilled litigation attorney to join their team. The ideal candidate will have experience managing complex legal cases and a proven ability to independently handle litigation matters. This role offers an excellent opportunity to work in a dynamic environment with a hybrid flexible schedule, competitive compensation, and comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.</p><p><br></p><p>Responsibilities:</p><p>• Represent clients in complex litigation cases, ensuring their interests are effectively advocated.</p><p>• Prepare and draft legal documents, including motions, briefs, and discovery materials.</p><p>• Conduct thorough legal research to support case strategies and arguments.</p><p>• Collaborate with colleagues and clients to develop and execute litigation plans.</p><p>• Analyze and interpret real estate law and other relevant legal frameworks.</p><p>• Attend court hearings and proceedings, presenting cases with confidence and professionalism.</p><p>• Manage case files, ensuring all documentation is accurate and organized.</p><p>• Provide mentorship and guidance to attorneys with less experience as needed.</p><p>• Maintain up-to-date knowledge of legal trends and changes in relevant practice areas.</p>
  • 2026-06-11T00:00:00Z
Commercial Counsel, Life Sciences
  • Santa Clara, CA
  • onsite
  • Permanent / Full Time
  • 220000 - 250000 USD / Yearly
  • We are looking for an experienced Commercial Counsel, Life Sciences to support business operations in California. This role partners closely with commercial and cross-functional teams to provide practical legal guidance across contracting, promotional review, and day-to-day business matters in a regulated healthcare environment. The ideal candidate brings strong judgment, contract expertise, and the ability to balance legal risk with business objectives while working effectively with internal stakeholders and external partners.<br><br>Responsibilities:<br>• Prepare, negotiate, and assess a broad mix of commercial agreements, including arrangements tied to sourcing, customer sales, licensing, marketing initiatives, co-promotion efforts, and research partnerships.<br>• Provide legal review of advertising, campaign materials, and other promotional content to help ensure alignment with company standards, applicable regulations, and truth-in-advertising expectations.<br>• Counsel internal business partners on legal questions affecting commercial operations, delivering practical and timely advice that supports activities involving healthcare audiences.<br>• Address disputes and other legal concerns through effective negotiation, including support for pre-litigation resolutions and settlement discussions when needed.<br>• Create and refine contract templates, guidance materials, and training resources to improve consistency and efficiency across contracting workflows.<br>• Build a strong understanding of the company&#39;s products, business priorities, and supported client groups in order to deliver relevant and commercially informed legal advice.<br>• Monitor legal and regulatory developments impacting sales, marketing, reimbursement, privacy, anti-corruption, and healthcare compliance, and identify issues requiring proactive guidance.<br>• Serve as a legal representative in discussions with vendors, customers, and other external parties, helping advance business objectives while protecting company interests.<br>• Manage outside counsel engagements by setting scope, directing work, overseeing budgets, and ensuring projects are completed effectively.<br>• Collaborate regularly with teams across Legal, Compliance, Finance, Education, Supply Chain, Research and Development, Regulatory, Quality, Clinical, Marketing, Sales, and Information Technology; limited travel of approximately 10-15% may be required.
  • 2026-05-27T00:00:00Z
Administrative Assistant
  • Berkeley, CA
  • onsite
  • Temporary / Contract
  • 25.65 - 29.7 USD / Hourly
  • We are looking for a detail-oriented Administrative Assistant to support an education-focused organization. This contract position will play a key role in organizing records, converting physical materials into digital formats, and helping maintain accessible documentation. The assignment is expected to last approximately one month and requires someone who is comfortable handling administrative work with a strong level of accuracy and technical confidence.<br><br>Responsibilities:<br>• Organize and file a wide range of office documents to improve record accessibility and maintain orderly administrative systems.<br>• Scan and digitize paper-based materials, ensuring electronic files are saved accurately and consistently.<br>• Review documents during processing and flag any building plans or similar records that should be retained carefully.<br>• Perform data entry and basic record updates to support day-to-day administrative operations.<br>• Provide general office assistance as needed, including support for front-desk and reception-related tasks.<br>• Help maintain a clean and efficient document management workflow while meeting deadlines for the contract assignment.
  • 2026-05-26T00:00:00Z
Sr. Accountant
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 98000 - 106000 USD / Yearly
  • <p>This is an ideal role for someone who wants breadth, ownership, and high visibility in a collaborative, mission-driven environment. You’ll support everything from banking, cash management and investments to grants, real estate and organizational finance.</p><p><br></p><p>What You’ll Do</p><p><strong>Treasury &amp; Cash Management</strong></p><ul><li>Oversee banking relationships, cash management and liquidity planning.</li><li>Manage cash flow forecasting and monitoring across programs and entities.</li><li>Track investments and debt obligations.</li><li>Ensure accurate cash reconciliations and maintain strong internal controls.</li></ul><p><strong>Accounting &amp; Financial Operations</strong></p><ul><li>Maintain general ledger, journals and financial systems.</li><li>Lead complex accounting processes and month-/year-end close.</li><li>Prepare financial statements and reports for internal leadership, funders and auditors.</li><li>Support budgeting, reporting and financial analysis across departments.</li><li>Recommend and implement process improvements and system enhancements.</li></ul><p><strong>Collaboration &amp; Advisory</strong></p><ul><li>Serve as a trusted financial advisor to program teams and leadership.</li><li>Partner with external auditors, funders, and compliance agencies.</li><li>Provide guidance on accounting policies, procedures, and regulatory compliance.</li></ul><p><br></p>
  • 2026-06-08T00:00:00Z
Accounting Specialist
  • Oakland, CA
  • onsite
  • Temporary / Contract
  • 25 - 30 USD / Hourly
  • We are seeking an organized and detail-oriented Accounting Assistant to support the accounting team in handling accounts payable (AP) and accounts receivable (AR) functions. This role is ideal for early-career professionals or entry level looking to grow their experience in accounting and finance while contributing to the smooth operation of our organization&#39;s financial processes.  Key Responsibilities:  Assist with the processing, verification, and reconciliation of invoices in accounts payable.  Support accounts receivable by tracking incoming payments, issuing invoices, and managing customer account records.  Perform data entry into accounting systems to ensure the accuracy of financial records.  Help resolve discrepancies, including research and communication with vendors and clients.  Prepare and review weekly reports related to AP and AR activities.  Maintain proper documentation of financial transactions in compliance with company policies.  Partner with team members to ensure timely month-end and year-end close processes.  Provide administrative support to accountants and finance staff as needed.  Learn and work within various accounting software systems. 
  • 2026-05-30T00:00:00Z
Sr. Accountant
  • Livermore, CA
  • onsite
  • Permanent / Full Time
  • 85000 - 102000 USD / Yearly
  • We are looking for an experienced Senior Accountant to join our team in Livermore, California. In this role, you will oversee critical accounting functions, ensuring the accuracy and timeliness of financial records and reports. The ideal candidate will possess strong analytical skills, a detail-oriented mindset, and a commitment to maintaining compliance with accounting standards.<br><br>Responsibilities:<br>• Execute monthly close processes, including preparing and posting journal entries to ensure accurate reflection of transactions.<br>• Prepare detailed financial reports such as balance sheets, income statements, cash flow statements, and profit and loss reports.<br>• Reconcile assigned balance sheet accounts on a timely basis to maintain accuracy and resolve discrepancies.<br>• Monitor daily bank activities, update cash reports, and post necessary journal entries.<br>• Manage accounts payable processes, including invoice coding, payment processing, and verifying charges to appropriate accounts.<br>• Perform weekly bank reconciliations, verify deposits, and address inquiries from banking institutions.<br>• Assist with invoicing duties, including portal submissions, resolving disputes, and handling customer billing inquiries.<br>• Respond to external auditor requests, providing timely and accurate documentation as required.<br>• File tax forms with government agencies at federal, state, and local levels.<br>• Collaborate with software vendors to maintain and improve accounting systems, recommending updates to enhance functionality.
  • 2026-05-22T00:00:00Z
Financial Planner/Associate Advisor
  • San Ramon, CA
  • onsite
  • Permanent / Full Time
  • 70000 - 90000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite</strong></p><p> </p><p>A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space.</p><p> </p><p>This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial planning strategies, analyses, and client recommendations</li><li>Build and maintain cash flow projections and planning models</li><li>Review and organize client financial documents and account information</li><li>Manage data within financial planning software, including eMoney</li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items</li><li>Assist with account openings, transfers, money movement, and maintenance requests</li><li>Track client workflows and coordinate with custodians and external partners</li><li>Support ongoing client service and planning initiatives</li><li>Participate in client meetings for development and exposure as needed</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-12T00:00:00Z
Accounting Manager
  • Berkeley, CA
  • onsite
  • Permanent / Full Time
  • 130000 - 180000 USD / Yearly
  • <p><strong>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </strong></p><p> </p><p><strong>Accounting Manager | Real Estate | East Bay | Hybrid; 2 days onsite (Free Parking)</strong></p><p> </p><p>A growing real estate organization with a diverse portfolio across development, property management, and corporate operations is seeking an Accounting Manager to join its high-performing finance team. This is a highly visible role offering broad exposure across multiple entities and properties, with strong partnership alongside leadership and key stakeholders.</p><p><br></p><p>The position is ideal for someone who enjoys a mix of hands-on accounting, financial reporting, budgeting/forecasting, process improvement, and team leadership within a complex real estate environment.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead month-end close and oversee financial reporting for assigned portfolios</li><li>Manage budgeting, forecasting, cash flow, and variance analysis</li><li>Prepare consolidated reporting for leadership, investors, lenders, and auditors</li><li>Oversee AP processes, billing activity, and transaction accuracy</li><li>Support investor reporting, audit coordination, and job cost analysis</li><li>Review contracts and evaluate accounting treatment for complex transactions</li><li>Improve processes, controls, and reporting efficiency</li><li>Supervise and mentor accounting and administrative staff </li></ul><p> <strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2026-06-12T00:00:00Z
Assistant Fund Controller - Top VC Firm
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 200000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Assistant Controller | Venture Capital Fund | Menlo Park | Hybrid | Base + Bonus + Top Perks</strong></p><p> </p><p>Our client is a top-tier venture capital firm behind some of the most influential technology investments in the market. With billions in assets under management and a rapidly growing portfolio, the firm is entering an exciting new phase of growth.</p><p> </p><p>Join a high-caliber team and gain hands-on exposure to the full venture fund lifecycle. You’ll work closely with experienced leaders in a collaborative, stable environment that prioritizes mentorship and long-term development. Benefits include fully paid healthcare, profit-sharing 401(k), free lunches, and a strong team culture.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage fund and GP ledgers, including investment activity and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support deal execution and transaction documentation</li><li>Assist with audit and tax processes with external providers</li><li>Monitor fund cash and process capital calls and distributions</li><li>Review fund administrator reporting</li><li>Partner with Investor Relations on LP requests</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-12T00:00:00Z
Admin Assistant
  • Oakland, CA
  • onsite
  • Temporary / Contract
  • 26 - 29 USD / Hourly
  • <p>This is a great Admin Assistant job for someone looking for work with a busy, and fast-growing accounting firm. Robert Half is hiring an Administrative Assistant, so if you&#39;re detail-oriented and organized, you should consider this opening. This is a short-term contract with potential to extend for the right candidate in the Oakland, California area.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li><strong> </strong>Organize word processors, files, and faxes</li><li>Provide administrative support to our Accounting and Tax Staff and Partners</li><li>Electronic document filing</li><li>Organize, email, fax, and/or scan confidential documents and financial information</li><li>Maintain various information logs with different deadlines</li><li>Copying, organizing, filing, and other miscellaneous administrative projects</li><li>Backup to receptionist – greet clients and operate a multi-line phone system</li></ul><p> </p><p>We offer a pleasant work environment with competitive salary and benefits. Our office is business casual and includes parties, potlucks, and day trips.</p><p>Our building amenities include plenty of free parking, a complimentary shuttle to and from BART, a fitness center and deli.</p>
  • 2026-05-29T00:00:00Z
Accounts Receivable Clerk
  • Hayward, CA
  • onsite
  • Permanent / Full Time
  • 85000 - 90000 USD / Yearly
  • We are looking for an Accounts Receivable Clerk to join a construction-focused team in Hayward, California. This position supports billing and payment activities by maintaining accurate records, coordinating customer invoicing, and ensuring receivables are processed efficiently. The ideal candidate brings strong attention to detail, confidence working with accounting systems, and the ability to communicate clearly with colleagues and clients.<br><br>Responsibilities:<br>• Create and process project and service-related invoices in the company’s accounting platform, ensuring billing is accurate and submitted on time.<br>• Establish time-and-material billing structures and apply appropriate rates based on project requirements.<br>• Administer lien release documentation and maintain compliance with customer and contract obligations.<br>• Generate monthly customer statements, record incoming payments, and apply cash receipts to the correct accounts.<br>• Set up new job records and enter dispatch information to support project billing and tracking.<br>• Oversee invoice and payment activity within Oracle Textura and other client-required third-party systems.<br>• Process customer credit card transactions using the designated payment application and reconcile related records.<br>• Close completed jobs in the accounting system, maintain organized billing files, and review insurance requirements for new and existing customer contracts.
  • 2026-05-28T00:00:00Z
Associate Attorney
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 190000 USD / Yearly
  • We are looking for an experienced Associate Attorney to handle complex medical malpractice and civil litigation matters in Walnut Creek, California. This role is ideal for a courtroom-focused attorney who can manage cases from initial evaluation through trial or arbitration while maintaining strong communication with clients and internal partners. The position calls for sound legal judgment, strategic case development, and the ability to guide support staff in delivering high-quality defense work.<br><br>Responsibilities:<br>• Lead the defense of physicians, hospitals, and related healthcare entities in medical malpractice matters through all phases of litigation, including trial and arbitration.<br>• Develop case strategy by directing factual investigations, shaping discovery plans, and identifying effective approaches to support the defense.<br>• Draft, review, and file pleadings, motions, and discovery responses while ensuring accuracy, timeliness, and alignment with case objectives.<br>• Appear in court, at hearings, depositions, and other proceedings as needed to advocate for clients and advance assigned matters.<br>• Partner with claims professionals to evaluate defense strategy, manage litigation activity, and support cost-conscious case handling.<br>• Oversee adherence to attorney guidelines and maintain consistent reporting to clients and claims contacts regarding case developments and litigation status.<br>• Provide day-to-day direction to legal staff and contribute to a collaborative team environment that supports strong case preparation.<br>• Foster positive client relationships by addressing concerns promptly, seeking feedback, and maintaining composure in high-pressure situations.
  • 2026-05-26T00:00:00Z
Attorney/Lawyer
  • Pleasanton, CA
  • onsite
  • Permanent / Full Time
  • 185000 - 200000 USD / Yearly
  • We are looking for a litigation attorney to join a respected boutique firm serving business and employment law clients in California. This opportunity is well suited for a lawyer who is ready to build a strong civil litigation practice in a collaborative hybrid environment. The role offers competitive compensation based on experience, a structured bonus plan, and a comprehensive benefits package.<br><br>Responsibilities:<br>• Manage civil litigation matters from initial case assessment through resolution, maintaining strong attention to deadlines, strategy, and client service.<br>• Prepare persuasive pleadings, motions, briefs, and other legal filings that support case objectives in business and employment-related disputes.<br>• Conduct and defend depositions, develop factual records, and use discovery tools effectively to strengthen litigation strategy.<br>• Present arguments in court hearings and motion practice with clear legal analysis and effective advocacy.<br>• Collaborate with clients, colleagues, and opposing counsel to move cases forward efficiently and achieve practical outcomes.<br>• Track billable and administrative time in alignment with the annual workload expectations for the position.<br>• Support litigation planning by evaluating legal risks, researching issues, and identifying effective approaches for negotiation or trial preparation.
  • 2026-06-11T00:00:00Z
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